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software industry

3 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Aug 11, 2023 by David Sacks · across every show →

Everything said about software industry, oldest first

Aug 11, 2023 bearish
Assertion Not checkable as stated
Sacks: The software industry faces its worst recession since the dot-com crash
“I think that it's been masked by the fact that the rest of the economy seems to be okay, but this is the worst software recession we've been in. I think since the dot-com crash”
David Sacks Aug 11, 2023 ▶ 1:02:14 E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
Nov 3, 2023 bearish
Prediction Not checkable as stated
Sacks: AI regulation will turn software into a permission-based industry
“This wave of AI is just becoming software. So we're going to take the one part of our economy that has been free market and relatively unregulated, which is software. It's like the last bastion of true entrepreneurial capitalism, and we're going to create a ne…”
David Sacks Nov 3, 2023 ▶ 1:02:07 E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
Sep 30, 2024 bullish
Prediction Not checkable as stated
First-order data companies will dominate the software industry for decades
“And why I believe, because of software being commoditized, that first-order data companies will dominate the next 10 and 20 years in software.”
Jake Loosararian Sep 30, 2024 ▶ 17:58 Jake Loosararian, Gecko Robotics | All-In Summit 2024
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